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Lloyd Doggett

Representative

Estimated portfolio performance

Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-07-10. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window Portfolio SPY vs SPY
1 week -2.5% +1.4% -3.9%
1 month +3.8% +4.1% -0.3%
1 quarter +9.9% +11.1% -1.2%
Year to date +8.0% +11.0% -3.0%

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-10). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
KO 3,606 $301.1K 19.1%
PPG 1,690 $197.4K 12.5%
IBM 1,492 $429.1K 27.2%
PG 1,417 $208.4K 13.2%
JNJ 798 $205.2K 13.0%
HD 694 $238.3K 15.1%

Net worth

Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.

Latest net worth (band)
$23.8M – $85.2M
Reporting year
2024
Disclosed assets
69
Disclosed liabilities
1

Net worth band by reporting year

2021 2022 2023 2024 2025 — not e-filed
Year Net worth band
2024 $23.8M – $85.2M
2023 $22.9M – $77.4M
2022 $16.6M – $47M
2021 $19.7M – $55.8M

Recent stock trades

Disclosed trades
143
Avg. disclosure lag
26.2 days
Filed past 45-day deadline
2.8%
Date Stock Type Amount
2026-06-18 HD Buy $1K - $15K
2026-06-12 PPG Buy $1K - $15K
2026-06-10 IBM Buy $1K - $15K
2026-06-09 JNJ Buy $1K - $15K
2026-05-15 PG Buy $1K - $15K
2026-04-01 KO Buy $1K - $15K
2026-03-26 HD Buy $1K - $15K
2026-03-12 PPG Buy $1K - $15K
2026-03-10 IBM Buy $1K - $15K
2026-03-10 JNJ Buy $1K - $15K
2026-02-17 PG Buy $1K - $15K
2025-12-18 HD Buy $1K - $15K
2025-12-15 KO Buy $1K - $15K
2025-12-12 IBM Buy $1K - $15K
2025-12-12 PPG Buy $1K - $15K
2025-12-09 JNJ Buy $1K - $15K
2025-07-01 KO Buy $1K - $15K
2025-06-18 HD Buy $1K - $15K
2025-06-12 PPG Buy $1K - $15K
2025-06-10 IBM Buy $1K - $15K
2025-06-10 JNJ Buy $1K - $15K
2025-05-15 PG Buy $1K - $15K
2025-04-01 KO Buy $1K - $15K
2025-03-27 HD Buy $1K - $15K
2025-03-12 PPG Buy $1K - $15K